Zendesk Training

At Synolia, we are Zendesk's #1 partner in France! All our teams (functional, technical and sales) are certified by Zendesk.

Become self-sufficient and efficient on Zendesk with our tailored training

Get up to speed on Zendesk and unlock its full potential with Synolia training. Whatever your industry, whether you are an administrator or a user, new to Zendesk or already using it, we offer tailored support to upskill your teams. “Discovery” training for new users, “advanced” sessions to dig deeper into best practices, or coaching for administrators to adapt the tool as your needs evolve: our goal is to make your teams self-sufficient and ensure lasting adoption of the solution.

Our experts work with you on-site or remotely, in sessions lasting from half a day to a full day, to make Zendesk a real driver of everyday performance.

Zendesk administrator training
  • Objective: by the end of the training, master the use and main settings of the Zendesk admin interface, as well as how to navigate and read the standard dashboards provided by Zendesk.
  • Duration: 1 day
  • Audience: functional or technical administrators of the Zendesk solution (customer relationship or customer service directors and managers)
  • Prerequisites: prior experience as a Zendesk Support agent is recommended.
  • Program:

Part 1: Agent interface (2 hours)

Logging in
Navigating the Zendesk agent interface
Standard objects (organization, user, ticket)
Using views
Main reply features (public reply, internal note, macro…)
Using ticket statuses
Advanced features (ticket merging, reading events…)
Search (ticket, user, administrator)

Part 2: Admin interface (3 hours)

License management
Managing agent profiles and permissions
Group management
Creating and optimizing views
Creating and optimizing ticket forms
Using fields: ticket / organization / user
Creating and optimizing action-based rules to qualify and route requests = triggers (e.g., prioritization, acknowledgment of receipt, assignment)
Creating and optimizing time-based rules to automate actions = automations (e.g., satisfaction survey, automatic follow-up, ticket reopening, reminder…)
Business rules: schedules, SLAs

Part 3: Standard reporting with Explore (2 hours)

Accessing the Explore module
Navigating the module and accessing dashboards
Overview of the standard dashboards
Overview of the main metrics
Using filters

Zendesk agent training
  • Objective: by the end of the training, master customer service management with Zendesk Support.
  • Duration: 0.5 day
  • Audience: customer service or support team agents
  • Prerequisites: prior experience as a customer service agent is recommended.
  • Program:

Agent interface (3.5 hours)

The workflow for handling an incoming request
Logging in
Navigating the Zendesk agent interface
Standard objects (organization, user, ticket)
Using views
Main reply features (public reply, internal note, macro…)
Using ticket statuses
Advanced features (ticket merging, reading events…)
Search (ticket, user, administrator)
Customer experience vs. agent experience

 

Zendesk API training
  • Objective: by the end of the training, master the use of the standard Zendesk Support APIs.
  • Duration: 1 day
  • Audience: developers and architects
  • Prerequisites: prior development experience is recommended, and familiarity with REST APIs is a plus.
    Zendesk Enterprise edition, with a test environment provided.
  • Program:

First session (3.5 hours): Introduction to APIs

What is an API?
Overview of requests
Overview of data sending and retrieval formats
Authentication methods
Examples and tests (creating, retrieving, updating and deleting resources)
Overview of limits
Suggested tests on real-world, contextualized use cases

Second session (3.5 hours): Questions and answers

Discussion of the tests run by the technical team, to explain and adjust the requests made.

Training led by our Zendesk-certified experts

At Synolia, we make a point of understanding your needs and expectations so we can effectively help your administrators and users get started with Zendesk. That is why our training is delivered by the Zendesk project manager in charge of your project: they are best placed to guide you as you learn the tool. Certified by Zendesk, they offer training sessions tailored to your industry and your use cases.

Why trust Synolia to train you on Zendesk?

A certified Zendesk “Premier Partner” since 2015, Synolia trains you with dual expertise: CRM and customer service strategy, and the Zendesk product itself. We have helped dozens of customer service teams get up to speed on Zendesk. Each training is tailored to your business challenges, your tools and your organization, for hands-on learning you can put to work right away.

What are the benefits after training?

The self-sufficiency that training provides is essential to the success of your customer service digitalization project. It helps your employees become more efficient and improves their experience, which directly shapes the experience they deliver to your customers.

Your administrators are trained to configure the Zendesk application on their own, and we give your users the keys to set up your customer service or internal support processes. After our training, you will be able to, for example:

  • Build your business processes into Zendesk
  • Set up the communication channels that suit your customers
  • Create views dedicated to each team
  • Qualify incoming requests to make them easier for users to handle
  • Write canned responses and reduce request handling time
  • Ensure the quality of the information you share
  • Set up alerts and notifications, and assign tasks
  • Improve collaboration among customer service team members
  • Customize the workspace to boost productivity
  • Monitor activity to manage your teams’ workload
  • Track your performance indicators on your own

Zendesk illustration

    Need Zendesk training?

    Our team is here to support your administrators and users, and to make your Zendesk project a success!

    Contact us!
Does the training lead to a Zendesk certification?

The training does not lead to an official Zendesk certification; it is a non-certifying program. However, the trainer assesses skill acquisition throughout the session through real-world scenarios, hands-on exercises and a range of learning activities.

Who is Synolia's Zendesk training for?

Synolia’s Zendesk training is designed for anyone who uses the solution day to day: administrators, customer relationship managers, customer service and support teams, and project managers. It suits new users as well as those who want to deepen their knowledge to get more out of the platform.

How long does the Zendesk training last?

Synolia’s Zendesk training runs for half a day or a full day, depending on the trainees’ profiles. The length can be adjusted to the participants’ needs and level. A custom format is also available to address specific challenges or explore certain features in more depth.

Discover our other Zendesk services

  • Zendesk audit

    Looking for a customer service specialist agency to audit your Zendesk platform? Turn to Synolia!

    Learn more about the audit
  • Zendesk integration

    Looking for a Zendesk integration partner to implement your platform and connect it to your information system? Contact us!

    Learn more about integration